Newbridge Financial Services Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Newbridge Financial Services Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.65M	Buy	4,884 +65	+1%	+$47.1K	0.45%	53
2026 Q1	$3.13M	Sell	4,819 -161	-3%	-$109K	0.52%	50
2025 Q4	$3.4M	Buy	4,980 +889	+22%	+$601K	0.53%	42
2025 Q3	$2.73M	Sell	4,091 -397	-9%	-$254K	0.41%	57
2025 Q2	$2.77M	Buy	4,488 +306	+7%	+$175K	0.45%	49
2025 Q1	$2.34M	Sell	4,182 -207	-5%	-$122K	0.57%	40
2024 Q4	$2.57M	Sell	4,389 -40	-0.9%	-$23.6K	0.66%	34
2024 Q3	$2.54M	Buy	4,429 +335	+8%	+$185K	0.89%	28
2024 Q2	$2.23M	Sell	4,094 -671	-14%	-$351K	0.83%	24
2024 Q1	$2.49M	Sell	4,765 -1,094	-19%	-$545K	1.09%	14
2023 Q4	$2.78M	Buy	5,859 +829	+16%	+$369K	1.36%	6
2023 Q3	$2.15M	Sell	5,030 -28	-0.6%	-$12.5K	1.08%	7
2023 Q2	$2.24M	Buy	5,058 +820	+19%	+$344K	1.1%	8
2023 Q1	$1.73M	Buy	4,238 +598	+16%	+$239K	0.92%	11
2022 Q4	$1.39M	Buy	3,640 +1,360	+60%	+$523K	0.8%	13
2022 Q3	$814K	Buy	2,280 +93	+4%	+$36.9K	0.48%	34
2022 Q2	$825K	Buy	2,187 +178	+9%	+$72.9K	0.51%	39
2022 Q1	$907K	Buy	2,009 +293	+17%	+$130K	0.45%	40
2021 Q4	$815K	Buy	1,716 +485	+39%	+$223K	0.38%	49
2021 Q3	$528K	Buy	1,231 +352	+40%	+$155K	0.33%	69
2021 Q2	$376K	Buy	879 +316	+56%	+$132K	0.23%	104
2021 Q1	$223K	Buy	563 +14	+3%	+$5.4K	0.16%	146
2020 Q4	$205K	Sell	549 -29	-5%	-$10.3K	0.17%	133
2020 Q3	$194K	Buy	+578	New	+$192K	0.19%	115

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's SPY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $47.1K and bringing the position to 4,884 shares worth $3.65M. The position accounts for 0.45% of the portfolio, ranked #53.

Newbridge Financial Services Group first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Newbridge Financial Services Group held 4,884 shares of State Street SPDR S&P 500 ETF Trust worth $3.65M as of Q2 2026.
Newbridge Financial Services Group bought 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Newbridge Financial Services Group's portfolio in Q2 2026, its #53 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.